See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,423 | $103,376-59.0% | $87,100-51.3% | $152,861-72.2% |
| Participation rate | 94.4% | 79.3%+15.1pp | 76.9%+17.6pp | 82.4%+12.0pp |
| Annual return | 25.65% | 28.10%-2.4pp | 28.19%-2.5pp | 345.32%-319.7pp |
| Employer contribution / active EE | $7,490 | $3,220+132.6% | $2,521+197.1% | $4,762+57.3% |
| Participant deferral / active EE | $16,578 | $4,778+247.0% | $4,049+309.5% | $5,850+183.4% |
| Admin fee / account holder | $5,613 | $12,205-54.0% | $7,497-25.1% | $11,596-51.6% |